See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,736 | $58,208-74.7% | $81,812-82.0% | $80,856-81.8% |
| Participation rate | 79.3% | 63.4%+15.9pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 5.29% | 41.66%-36.4pp | 773.79%-768.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,626 | $2,340-30.5% | $2,912-44.2% | $2,755-41.0% |
| Participant deferral / active EE | $3,597 | $3,281+9.6% | $4,319-16.7% | $4,296-16.3% |
| Admin fee / account holder | $1,123 | $4,981-77.5% | $7,386-84.8% | $6,918-83.8% |